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Creating a Calculated Field

After you created the data source, you can add a new calculated field based on the existing data source fields. To create a calculated field, select the required data source in the Data Source list and click the «Add Calculated Field» button on the “Data Source” tab: In the “Expression Editor” window that appears, you […]

05.08.2024

Olap as Data Sources

Click “New dashboard book” button in a toolbar: A window appears, where you should write a name for the «Interactive Dashboard». Select the “Olap” data source: You will see a form with the following data: Connection type Server name User name Password Catalog – select a data catalog that contains cubes Cube name – select […]

05.08.2024

Microsoft Excel workbook/ CSV file as a data source

Click “New dashboard book” button in a toolbar: A window appears, where you should write a name for the «Interactive Dashboard». In the form that appears, select the “Microsoft Excel workbook” / “CSV” file data source: As the next step, specify the file location: Now specify the import parameters used to retrieve the data from […]

05.08.2024

Basic dashboard navigation

A toolbar with dashboard elements is located in the upper part of the window: Pivot Grid Chart Scatter Chart Pies Gauges Cards Treemap Range Filter Filter Elements Images Text Box Group Tab Container The following functionality is available for dashboard elements: Title Currency Edit Colors Parameters Layout Options In the left part of the window […]

05.08.2024

Dashboard elements

Dashboard designer window consists of following elements: Pivot Grid Chart Scatter Chart Pies Gauges Cards Treemap Range Filter Filter Elements Images Text Box Group Tab Container

05.08.2024

Create

In order to create a new dashboard element, you need to click a respective icon in dashboard designer window:

05.08.2024

Delete

In order to delete a dashboard element, you need to click an icon in a toolbar: In order to quickly delete all the filled fields of one of a dashboard element (grid, chart, etc.) you need to click an icon:

05.08.2024

Convert To

It is possible to modify one dashboard element into another by choosing a respective item in the toolbar:

05.08.2024

Duplicate

In order to duplicate an existing dashboard element, you need to click an icon in a toolbar:

05.08.2024